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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,706 | $102,429-41.7% | $147,096-59.4% | $80,925-26.2% |
| Participation rate | 78.5% | 75.9%+2.6pp | 82.2%-3.7pp | 67.7%+10.8pp |
| Annual return | 14.29% | 135.02%-120.7pp | 419.75%-405.5pp | 35.65%-21.4pp |
| Employer contribution / active EE | $4,000 | $3,716+7.7% | $4,936-19.0% | $2,756+45.1% |
| Participant deferral / active EE | $4,384 | $6,649-34.1% | $8,071-45.7% | $4,299+2.0% |
| Admin fee / account holder | $3,508 | $7,957-55.9% | $13,005-73.0% | $6,940-49.5% |